Wealth Planning Attorney

Overview

This client-facing role supports comprehensive estate and business planning for high-net-worth and ultra-high-net-worth clients with complex needs. The Senior Director provides case consultation and strategic guidance across advanced planning topics, evaluates legal documents and planning structures, and delivers clear, practical insights. The position requires strong estate and business planning expertise, discretion, executive presence, excellent communication and influence skills, and high-quality writing and organizational abilities.

Responsibilities

• Collaborate with attorneys, CFPs, CPAs, and top wealth management advisors to create comprehensive plans, deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients.
• Lead consultation focused on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
• Assess clients’ financial circumstances, objectives, and planning priorities to identify opportunities, develop targeted strategies, frame practical recommendations, and support confident decision making.
• Evaluate and position planning solutions in a way that reflects an integrated approach to investments and life insurance.
• Lead advisor and client presentations with executive presence and the ability to influence, educate, and enable informed planning decisions.
• Coordinate effectively with clients’ outside legal and tax advisors to promote alignment, clarity, and coordinated execution of planning objectives.
• Quickly assess and respond to advanced planning questions, exercising discretion and sound professional judgment.
• Manage workflow and deliver high-quality analyses and consultation in accordance with established service level expectations.
• Build and leverage cross-functional relationships to address complex client circumstances and support seamless planning delivery.

Requirements

• JD from an accredited program.
• Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
• Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
• Deep knowledge of planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
• FINRA Series 6 or 7, as well as a state insurance license, within the first 6 months of hire.
• Strong analytical capabilities, disciplined follow-through, sound prioritization, and demonstrated ability to collaborate effectively with other professionals.
• Exceptional written and verbal communication skills, with the ability to translate complex planning concepts into clear, client-friendly, actionable guidance.
• Proven ability to build trust and credibility with financial advisors while working as a collaborative, solutions-oriented team member.
• Demonstrated executive presence and ability to influence advisors, clients, and stakeholders through credibility, clarity, sound judgment, and practical planning recommendations.
• Highly skilled in the Microsoft suite, specifically including PowerPoint.
• Experience using planning software, workflow tools, research platforms, and AI-enabled tools to support analysis, education, and efficient delivery of planning guidance.

Preferred Qualifications

• Additional advanced degree or designations, such as CFP, CPA, or LL.M.
• Experience mentoring others.

Compensation & Benefits

• Pay Range: $176,000.00 – $264,000.00
• Benefits and perks include:
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Location

• Remote